DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Johnson Investment Counsel, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
M Jay WertzJohnson Investment Counsel, Inc. independent RIAYourvalues Wealth Counsel, LLC state registeredRIA to a state-registered adviserJun 30, 2025Sep 11, 2026 (438 d)
Gwendelyn S KeihlJohnson Investment Counsel, Inc. independent RIATruepoint, Inc. independent RIARIA to RIAJun 28, 2024Aug 29, 2024 (62 d)
Victor Charles DohertyJohnson Investment Counsel, Inc. independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseAug 28, 2023Mar 6, 2024 (191 d)
Alexander Scott James SnyderJohnson Investment Counsel, Inc. independent RIAMcf Advisors, LLC mixed wealthRIA to RIAJun 1, 2023Aug 10, 2023 (70 d)
Skye GarlandJohnson Investment Counsel, Inc. independent RIAConstellation Wealth Advisors independent RIARIA to RIAAug 24, 2021Sep 10, 2021
Aliya Lindsay RiddleJohnson Investment Counsel, Inc. independent RIABartlett & Co. Wealth Management LLC independent RIARIA to RIAMar 2, 2021Oct 21, 2021 (233 d)
James Barry McgrathJohnson Investment Counsel, Inc. otherCassady Schiller Wealth Management, LLC otherOtherSep 30, 2015Oct 30, 2015
Joseph Anthony PattersonJohnson Investment Counsel, Inc. otherFoster & Motley Inc otherOtherMay 12, 2015May 13, 2015
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8 moves match.